Position in MSFT
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,035,703
New position
Shares Held
10,819
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#3,628
of 6,194 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bullock Wealth Management Group holds $8,825,919 across 15 Software - Infrastructure names. MSFT ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
10,819 | $4,035,703 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,239 | $1,445,583 | |
| 3 | FTNT |
Fortinet, Inc.
|
8,615 | $1,323,436 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
10,313 | $1,203,217 | |
| 5 | ORCL |
Oracle Corp
|
3,233 | $473,796 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,629 | $162,150 | |
| 7 | FFIV |
F5, Inc.
|
227 | $94,422 | |
| 8 | NTAP |
NetApp, Inc.
|
167 | $25,844 |
All Filings in MSFT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,035,703 | 10,819 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||